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Trusts and Estates Counsel

2 months ago


California, United States Brown | Streza Full time

Become a valued member of the Brown & Streza team, where we foster a supportive and engaging workplace that prioritizes your professional advancement. We offer a range of benefits designed to enrich your work experience, including regular team lunches, monthly celebrations, in-office wellness activities, and a program dedicated to recognizing employee achievements. Our FUN Committee is committed to organizing a variety of events throughout the year, from intimate gatherings to larger festivities.

Key Responsibilities:

  • Tailored preparation of estate planning instruments
  • Providing guidance to clients on trust structuring
  • Performing analysis on taxation matters
  • Revising standard documents and operational procedures

Qualifications:

  • Minimum of 5 years of experience in estate planning
  • Valid California law license
  • Exceptional document drafting capabilities
  • Understanding of estate and gift taxation
  • Capacity to work autonomously as well as collaboratively

Compensation and Benefits:

  • Attractive salary with bonus potential
  • Comprehensive medical, dental, and vision coverage
  • 401(k) plan with employer contributions
  • Positive and dynamic work atmosphere

Physical Demands:

  • Ability to lift and transport items
  • Prolonged periods of standing, walking, and sitting
  • Flexibility to bend and stoop as required